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Bulk Upload of Loan Files or Documents
Loan Files and/or documents can be uploaded using Loan Quality Connect's drag-and-drop feature. Before uploading, however, you must name each file according to a standardized format that includes the Fannie Mae loan number, followed by an underscore (_) and a description of the information the file contains. See Document Upload Naming Convention for a listing of Loan Quality Connect allowable document names.
Follow these steps to perform a bulk upload:
Note: The loan
file naming convention for submitting loan files via the bulk upload function
is always tied to a Fannie Mae loan number. There are multiple ways to
upload the loan file and here are a few
examples on how these files can be named:
FannieMae Loan Number_lendername (1123456789_xyzbank.PDF) OR
FannieMae Loan Number_lenderloannumber (1123456789_32145.PDF) OR
FannieMae Loan Number_LoanFile (1123456789_LoanFile.PDF)
- After logging in to Loan Quality Connect, click Bulk Document Upload on the left menu.
The Bulk Document upload screen appears, with the Document Upload tab active.
- Click anywhere in the Drop
files here section of the screen.
The Choose File to Upload window opens.
- Click a .pdf file –
or hold down your Shift key to select multiple files – and drag them to the Drop
files here portion of the screen. Click the Start
- The Information window displays, confirming the upload
It will also notify you when there are pending actions you must take or errors that hinder the upload.
- If notified to do so, select the Pending
Actions and/or Errors
as appropriate. Review and remedy the issues and, if necessary, re-upload
- Click Processed
to view the time and date files were uploaded.
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